Core Wealth Partners’s Realty Income O Stock Holding History

Core Wealth Partners’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$285K	Sell
2025 Q2	$277K	Sell
2025 Q1	$308K	Sell
2024 Q4	$407K	Buy
2024 Q3	$417K	Buy
2024 Q2	$218K	Buy
2024 Q1	$220K	Buy
2023 Q1	–	Sell
2022 Q4	$201K	Buy